Better Money Decisions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Better Money Decisions’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy	+8,876	New	+$201K	0.13%	71

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Better Money Decisions's SCHX Position: Q2 2025 in Review

Better Money Decisions opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2025: 8,876 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #71 among its holdings.

1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Better Money Decisions held 8,876 shares of Schwab US Large- Cap ETF worth $217K as of Q2 2025.
Schwab US Large- Cap ETF was a new Better Money Decisions position in Q2 2025.
Schwab US Large- Cap ETF made up 0.13% of Better Money Decisions's portfolio in Q2 2025, its #71 holding.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.